The Financial Planning Association on Friday named its 2011 president-elect and elected six new members to its Board of Directors.
Paul H. Auslander, chairman and CEO of American Financial Advisors, Inc. in Orlando, Fla., as well as a registered representative with Foothills Securities, will succeed FPA 2011 president Martin Kurtz and begin serving his presidency January 1, 2012.
An FPA member since 1996, Auslander has held numerous leadership roles with FPA including president of FPA of Central Florida and board member and symposium chair of FPA of Florida. Auslander's other volunteer service includes an appointment as the state of Florida's chief financial officer to serve on the nine-person Financial Literacy Council. He was also appointed to the Advisors Council of the Community Foundation of Central Florida. Auslander attended the University of Kentucky and Columbia University, and earned his Certified Financial Planner designation in 1987.
Elsewhere, the FPA chose six new board members. They'll start their three-year terms on January 1, 2011. The members are:
Samuel J. Gallucci is executive director and director of Financial Planning Initiatives at Morgan Stanley Smith Barney in Jersey City, N.J. He has been a FPA member for 12 years. He served on the FPA Major Firms Advisory Committee for several years. Gallucci is a board member of the CFP Board of Professional Review and is also involved with his local Town Recreation League. He earned a B.A. from Syracuse University, a M.S. from The American College and a MBA from Fairleigh Dickinson University.
Archibald R. Hoxton IV, is president of Hoxton Financial, Inc. in Shepherdstown, W. VA. He has been a FPA member since 1998 and has held various FPA leadership positions including chair of FPA Government Relations Committee and co-chair of FPA Political Action Committee. Hoxton has also served as president of the Eastern Panhandle Association of Life Underwriters; president of United Way of Jefferson County; president of Jefferson Health Care Foundation; and has served as a board member of Jefferson Memorial Hospital and Potomac Valley Audubon Society. Hoxton is founder of The Rural Financial Planning Initiative, a program at Shepherd University aimed to improve the lives of Americans through the promotion of financial literacy and the delivery of financial planning by well-trained and ethical financial planning professionals. Hoxton earned a B.A in English from North Carolina State University.
Julie Littlechild is founder and president of Advisor Impact in New York City, which also operates in Canada and the United Kingdom. She has been a FPA member for 12 years and served on FPA Business Solutions Conference task force for two years and chaired the task force in 2010. She is the author of the Business Success Kit, a comprehensive guidebook designed to help advisors structure an effective practice and publishes an annual report on practice management. Littlechild earned a MBA from the University of Toronto.
Keith A. Loveland is founder and consultant of Loveland Consulting in Minneapolis, Minn. He has been a FPA member for 23 years, and has served on FPA Ethics and Government Relations Committees. Loveland is also a securities arbitrator for NYSE, NASD, CBOE, NFA and AAA; a member of the American Bar Association Business Law Section, Committee on Federal Regulation of Securities, and Committee on State Regulation Securities; a member of the Investment Management Council Center for Fiduciary Studies; a member of the National Society of Compliance Professionals; and a member of the Institute of Internal Auditors of the Financial Services Auditor Group. Loveland earned a B.A. in Philosophy and Pre-Law from the University of Minnesota Duluth and a J.D. from William Mitchell College of Law.
Mark L. Prendergast is CFO and director of tax strategies at Inspired Financial in Huntington Beach, Calif. He has been a FPA member for 22 years and has served as FPA of Central California treasurer, president-elect, president, chair and government relations chair; and served as a member of FPA of Orange County government relations committee. Prendergast currently serves on FPA Journal of Financial Planning Advisory Board and Editorial Review Board; FPA Social Security Task Force; FPA Governement Relations Committee; and FPA Political Action Committee. Prendergast holds a B.S. in Business Administration with an emphasis in Accounting from California State University Fresno.
James Tissot is writer, editor, instructor and president of Prism Planning, Inc. in New York City. Tissot has been a FPA member for 10 years and has served as FPA of New York director of CFP® Education, director of Sponsor Retention, director of Sponsorship, president-elect, president and chair. He has also served on FPA Chapter Leaders Resource Council and chaired Chapter Leaders Conference task force. He earned a B.A. in Liberal Arts from the University of Michigan and a B.S. in Finance from the State University of New York.
The following FPA board members will finish serving their terms on December 31, 2010: Lee A. Baker (Tucker, Ga.); Stephen D. Johnson (Half Moon Bay, Calif.); Richard Salmen (Overland Park, Kan.) Karin Maloney Stifler (Hudson, Ohio); and Kenneth Ziesenheim (Sebring, Fla.).